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This integrated structure allows clients to align personal and business finances under a unified plan.",[1187],{"type":129,"attrs":1188},{"color":773},{"type":810,"content":1190},[1191],{"type":18,"attrs":1192,"content":1193},{"textAlign":34},[1194,1200],{"text":1195,"type":22,"marks":1196},"Fiduciary:",[1197,1199],{"type":129,"attrs":1198},{"color":773},{"type":38},{"text":1201,"type":22,"marks":1202}," As a registered investment adviser, Plante Moran Financial Advisors operates under a fiduciary obligation to act in the best interests of its clients, providing objective and transparent advice without commissions or product sales incentives.",[1203],{"type":129,"attrs":1204},{"color":773},{"type":810,"content":1206},[1207],{"type":18,"attrs":1208,"content":1209},{"textAlign":34},[1210,1216],{"text":1211,"type":22,"marks":1212},"Multi-disciplinary team: ",[1213,1215],{"type":129,"attrs":1214},{"color":773},{"type":38},{"text":1217,"type":22,"marks":1218},"Clients gain access to more than 250 professionals with expertise in tax, investments, trust, and estate planning, offering a coordinated perspective across complex financial areas.",[1219],{"type":129,"attrs":1220},{"color":773},{"type":810,"content":1222},[1223],{"type":18,"attrs":1224,"content":1225},{"textAlign":34},[1226,1232],{"text":1227,"type":22,"marks":1228},"Personalized, advisor-led service: ",[1229,1231],{"type":129,"attrs":1230},{"color":773},{"type":38},{"text":1233,"type":22,"marks":1234},"Each client works with a dedicated advisory team that tailors strategies to individual goals and family circumstances rather than relying on automated or pre-set investment models.",[1235],{"type":129,"attrs":1236},{"color":773},"Pros",{"_uid":1239,"text":1240,"title":1276,"component":1082},"a7aae16f-cbe8-40bf-9bbe-ca197182dde0",{"type":15,"content":1241},[1242],{"type":807,"content":1243},[1244,1260],{"type":810,"content":1245},[1246],{"type":18,"attrs":1247,"content":1248},{"textAlign":34},[1249,1255],{"text":1250,"type":22,"marks":1251},"Higher cost structure: ",[1252,1254],{"type":129,"attrs":1253},{"color":773},{"type":38},{"text":1256,"type":22,"marks":1257},"As the firm’s services are advisor-led and resource-intensive, overall costs may be higher than those of automated or digital investment platforms.",[1258],{"type":129,"attrs":1259},{"color":773},{"type":810,"content":1261},[1262],{"type":18,"attrs":1263,"content":1264},{"textAlign":34},[1265,1271],{"text":1266,"type":22,"marks":1267},"Less emphasis on automation:",[1268,1270],{"type":129,"attrs":1269},{"color":773},{"type":38},{"text":1272,"type":22,"marks":1273}," Portfolio management appears to rely on professional judgment and personalized advice, with limited mention of algorithm-driven or automated investing tools.",[1274],{"type":129,"attrs":1275},{"color":773},"Cons",{"_uid":1278,"text":1279,"title":1333,"component":1082},"99b89ff4-dfda-4502-8cb7-a5cb1bf84c77",{"type":15,"content":1280},[1281],{"type":807,"content":1282},[1283,1293,1303,1313,1323],{"type":810,"content":1284},[1285],{"type":18,"attrs":1286,"content":1287},{"textAlign":34},[1288],{"text":1289,"type":22,"marks":1290},"Individuals and families",[1291],{"type":129,"attrs":1292},{"color":773},{"type":810,"content":1294},[1295],{"type":18,"attrs":1296,"content":1297},{"textAlign":34},[1298],{"text":1299,"type":22,"marks":1300},"Business owners",[1301],{"type":129,"attrs":1302},{"color":773},{"type":810,"content":1304},[1305],{"type":18,"attrs":1306,"content":1307},{"textAlign":34},[1308],{"text":1309,"type":22,"marks":1310},"Institutions and nonprofits",[1311],{"type":129,"attrs":1312},{"color":773},{"type":810,"content":1314},[1315],{"type":18,"attrs":1316,"content":1317},{"textAlign":34},[1318],{"text":1319,"type":22,"marks":1320},"Retirement plan sponsors",[1321],{"type":129,"attrs":1322},{"color":773},{"type":810,"content":1324},[1325],{"type":18,"attrs":1326,"content":1327},{"textAlign":34},[1328],{"text":1329,"type":22,"marks":1330},"Clients seeking continuity and trust",[1331],{"type":129,"attrs":1332},{"color":773},"Who is Plante Moran Financial best for?",{"id":1335,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1336,"copyright":12,"fieldtype":1337,"meta_data":1338,"is_external_url":543},114903230901916,"https://a.storyblok.com/f/185166/310x162/b556d23b46/plante-moran-financial-advisors.png","asset",{},"Plante Moran Financial Advisors","https://v2.unbiased.com/inquiry/financial-advisor/primary-areas","company-summary-box","Plante Moran Financial Advisors (PMFA) is a US-based wealth management advisory firm that provides investment management, financial planning, estate planning, and legacy planning services for individuals, families, and business owners. ","Not sure if Plante Moran suits your needs? Let Unbiased find a financial advisor that does",{"_uid":1345,"data":1346,"component":922},"da6050e7-1908-42c5-b18a-4908569ed6e6",{"type":15,"content":1347},[1348,1356,1364,1372,1380,1389,1447,1455,1485,1494,1515,1523,1575,1580,1589,1594,1599,1608,1616,1624,1632,1714,1719,1797,1806,1814,1822,1830,1838,1847,1855,1863,1871,1879,1888,1896,1961,1969,1990],{"type":764,"attrs":1349,"content":1350},{"level":766,"textAlign":34},[1351],{"text":1352,"type":22,"marks":1353},"What are the pros and cons of Plante Moran Financial Advisors?",[1354],{"type":129,"attrs":1355},{"color":773},{"type":18,"attrs":1357,"content":1358},{"textAlign":34},[1359],{"text":1360,"type":22,"marks":1361},"Plante Moran Financial Advisors combines personalized, advisor-led planning with broad expertise across investments, tax, estate, and retirement. ",[1362],{"type":129,"attrs":1363},{"color":773},{"type":18,"attrs":1365,"content":1366},{"textAlign":34},[1367],{"text":1368,"type":22,"marks":1369},"The firm is built around long-term relationships and fiduciary guidance, aiming to help clients coordinate all aspects of their financial life under one advisory structure.",[1370],{"type":129,"attrs":1371},{"color":773},{"type":18,"attrs":1373,"content":1374},{"textAlign":34},[1375],{"text":1376,"type":22,"marks":1377},"Below are some of the main pros and cons associated with PMFA. ",[1378],{"type":129,"attrs":1379},{"color":773},{"type":764,"attrs":1381,"content":1383},{"level":1382,"textAlign":34},3,[1384],{"text":1385,"type":22,"marks":1386},"Pros of Plante Moran Financial Advisors ",[1387],{"type":129,"attrs":1388},{"color":773},{"type":807,"content":1390},[1391,1405,1419,1433],{"type":810,"content":1392},[1393],{"type":18,"attrs":1394,"content":1395},{"textAlign":34},[1396,1401],{"text":1179,"type":22,"marks":1397},[1398,1400],{"type":129,"attrs":1399},{"color":773},{"type":38},{"text":1185,"type":22,"marks":1402},[1403],{"type":129,"attrs":1404},{"color":773},{"type":810,"content":1406},[1407],{"type":18,"attrs":1408,"content":1409},{"textAlign":34},[1410,1415],{"text":1195,"type":22,"marks":1411},[1412,1414],{"type":129,"attrs":1413},{"color":773},{"type":38},{"text":1201,"type":22,"marks":1416},[1417],{"type":129,"attrs":1418},{"color":773},{"type":810,"content":1420},[1421],{"type":18,"attrs":1422,"content":1423},{"textAlign":34},[1424,1429],{"text":1211,"type":22,"marks":1425},[1426,1428],{"type":129,"attrs":1427},{"color":773},{"type":38},{"text":1217,"type":22,"marks":1430},[1431],{"type":129,"attrs":1432},{"color":773},{"type":810,"content":1434},[1435],{"type":18,"attrs":1436,"content":1437},{"textAlign":34},[1438,1443],{"text":1227,"type":22,"marks":1439},[1440,1442],{"type":129,"attrs":1441},{"color":773},{"type":38},{"text":1233,"type":22,"marks":1444},[1445],{"type":129,"attrs":1446},{"color":773},{"type":764,"attrs":1448,"content":1449},{"level":1382,"textAlign":34},[1450],{"text":1451,"type":22,"marks":1452},"Cons of Plante Moran Financial Advisors",[1453],{"type":129,"attrs":1454},{"color":773},{"type":807,"content":1456},[1457,1471],{"type":810,"content":1458},[1459],{"type":18,"attrs":1460,"content":1461},{"textAlign":34},[1462,1467],{"text":1250,"type":22,"marks":1463},[1464,1466],{"type":129,"attrs":1465},{"color":773},{"type":38},{"text":1256,"type":22,"marks":1468},[1469],{"type":129,"attrs":1470},{"color":773},{"type":810,"content":1472},[1473],{"type":18,"attrs":1474,"content":1475},{"textAlign":34},[1476,1481],{"text":1266,"type":22,"marks":1477},[1478,1480],{"type":129,"attrs":1479},{"color":773},{"type":38},{"text":1272,"type":22,"marks":1482},[1483],{"type":129,"attrs":1484},{"color":773},{"type":764,"attrs":1486,"content":1487},{"level":766,"textAlign":34},[1488],{"text":1489,"type":22,"marks":1490},"Plante Moran Financial Advisors fees: How much does Plante Moran Financial Advisors cost?",[1491,1493],{"type":129,"attrs":1492},{"color":773},{"type":38},{"type":18,"attrs":1495,"content":1496},{"textAlign":34},[1497,1502,1510],{"text":1498,"type":22,"marks":1499},"Plante Moran Financial Advisors typically charges between ",[1500],{"type":129,"attrs":1501},{"color":773},{"text":1503,"type":22,"marks":1504},"1.00% and 0.30%",[1505,1508],{"type":31,"attrs":1506},{"href":1507,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://go.plantemoran.com/rs/946-CTY-601/images/ADV_Part2A_Supplemental_Information.pdf?_gl=1*1q1iy1e*_gcl_au*MjE0NTg2MjcyLjE3NjE1MjQwNTc",{"type":129,"attrs":1509},{"color":773},{"text":1511,"type":22,"marks":1512}," of assets under management (AUM), depending on portfolio size. Fees decrease as assets increase, reflecting a tiered pricing structure designed to reward larger accounts.",[1513],{"type":129,"attrs":1514},{"color":773},{"type":18,"attrs":1516,"content":1517},{"textAlign":34},[1518],{"text":1519,"type":22,"marks":1520},"The firm bases its annual advisory fee on the fair market value of client assets, billed quarterly in arrears. Below is a breakdown of the standard annual fee schedule:",[1521],{"type":129,"attrs":1522},{"color":773},{"type":807,"content":1524},[1525,1535,1545,1555,1565],{"type":810,"content":1526},[1527],{"type":18,"attrs":1528,"content":1529},{"textAlign":34},[1530],{"text":1531,"type":22,"marks":1532},"1.00% on the first $2 million",[1533],{"type":129,"attrs":1534},{"color":773},{"type":810,"content":1536},[1537],{"type":18,"attrs":1538,"content":1539},{"textAlign":34},[1540],{"text":1541,"type":22,"marks":1542},"0.80% on the next $3 million",[1543],{"type":129,"attrs":1544},{"color":773},{"type":810,"content":1546},[1547],{"type":18,"attrs":1548,"content":1549},{"textAlign":34},[1550],{"text":1551,"type":22,"marks":1552},"0.60% on the next $5 million",[1553],{"type":129,"attrs":1554},{"color":773},{"type":810,"content":1556},[1557],{"type":18,"attrs":1558,"content":1559},{"textAlign":34},[1560],{"text":1561,"type":22,"marks":1562},"0.40% on the next $15 million",[1563],{"type":129,"attrs":1564},{"color":773},{"type":810,"content":1566},[1567],{"type":18,"attrs":1568,"content":1569},{"textAlign":34},[1570],{"text":1571,"type":22,"marks":1572},"0.30% on assets over $25 million.",[1573],{"type":129,"attrs":1574},{"color":773},{"type":18,"attrs":1576,"content":1577},{"textAlign":34},[1578],{"text":1579,"type":22},"This structure ensures that clients with larger portfolios benefit from lower marginal rates while receiving the same advisor-led financial planning and investment management services.",{"type":764,"attrs":1581,"content":1582},{"level":766,"textAlign":34},[1583],{"text":1584,"type":22,"marks":1585},"What is Plante Moran Financial Advisors’ minimum account size?",[1586,1588],{"type":129,"attrs":1587},{"color":773},{"type":38},{"type":18,"attrs":1590,"content":1591},{"textAlign":34},[1592],{"text":1593,"type":22},"Plante Moran Financial Advisors requires a minimum annual advisory fee of $5,000, which generally corresponds to portfolios starting around $500,000 or more. This threshold reflects the firm’s focus on clients seeking comprehensive, full-service wealth management rather than entry-level investment accounts.",{"type":18,"attrs":1595,"content":1596},{"textAlign":34},[1597],{"text":1598,"type":22},"The minimum fee and tiered pricing structure indicate that the firm primarily serves clients with complex financial needs who value hands-on, advisor-led guidance. While this approach offers access to integrated financial, tax, and estate planning, it may be less suitable for smaller investors or those seeking low-cost, self-directed solutions.",{"type":764,"attrs":1600,"content":1601},{"level":766,"textAlign":34},[1602],{"text":1603,"type":22,"marks":1604},"Who should choose Plante Moran Financial Advisors?",[1605,1607],{"type":129,"attrs":1606},{"color":773},{"type":38},{"type":18,"attrs":1609,"content":1610},{"textAlign":34},[1611],{"text":1612,"type":22,"marks":1613},"Plante Moran Financial Advisors is best suited for clients who want comprehensive, advisor-led wealth management that connects investments with tax, estate, and financial planning. ",[1614],{"type":129,"attrs":1615},{"color":773},{"type":18,"attrs":1617,"content":1618},{"textAlign":34},[1619],{"text":1620,"type":22,"marks":1621},"It appeals to those seeking long-term partnerships with professionals who can coordinate every aspect of their financial life rather than relying on automated or self-directed tools.",[1622],{"type":129,"attrs":1623},{"color":773},{"type":764,"attrs":1625,"content":1626},{"level":1382,"textAlign":34},[1627],{"text":1628,"type":22,"marks":1629},"Plante Moran Financial Advisors works well for:",[1630],{"type":129,"attrs":1631},{"color":773},{"type":807,"content":1633},[1634,1650,1666,1682,1698],{"type":810,"content":1635},[1636],{"type":18,"attrs":1637,"content":1638},{"textAlign":34},[1639,1645],{"text":1640,"type":22,"marks":1641},"Individuals and families: ",[1642,1644],{"type":129,"attrs":1643},{"color":773},{"type":38},{"text":1646,"type":22,"marks":1647},"Clients looking for an integrated approach that combines investment management with retirement, trust, and estate planning.",[1648],{"type":129,"attrs":1649},{"color":773},{"type":810,"content":1651},[1652],{"type":18,"attrs":1653,"content":1654},{"textAlign":34},[1655,1661],{"text":1656,"type":22,"marks":1657},"Business owners: ",[1658,1660],{"type":129,"attrs":1659},{"color":773},{"type":38},{"text":1662,"type":22,"marks":1663},"Those who need expert support with business succession, liquidity planning, and aligning company value with personal wealth goals.",[1664],{"type":129,"attrs":1665},{"color":773},{"type":810,"content":1667},[1668],{"type":18,"attrs":1669,"content":1670},{"textAlign":34},[1671,1677],{"text":1672,"type":22,"marks":1673},"Institutions and nonprofits: ",[1674,1676],{"type":129,"attrs":1675},{"color":773},{"type":38},{"text":1678,"type":22,"marks":1679},"Organizations requiring fiduciary investment oversight, portfolio strategy, and governance guidance to fulfill long-term objectives.",[1680],{"type":129,"attrs":1681},{"color":773},{"type":810,"content":1683},[1684],{"type":18,"attrs":1685,"content":1686},{"textAlign":34},[1687,1693],{"text":1688,"type":22,"marks":1689},"Retirement plan sponsors: ",[1690,1692],{"type":129,"attrs":1691},{"color":773},{"type":38},{"text":1694,"type":22,"marks":1695},"Employers seeking advisory assistance for corporate retirement plans, including plan design, investment selection, and fiduciary compliance.",[1696],{"type":129,"attrs":1697},{"color":773},{"type":810,"content":1699},[1700],{"type":18,"attrs":1701,"content":1702},{"textAlign":34},[1703,1709],{"text":1704,"type":22,"marks":1705},"Clients seeking continuity and trust: ",[1706,1708],{"type":129,"attrs":1707},{"color":773},{"type":38},{"text":1710,"type":22,"marks":1711},"Those who value a consistent relationship with advisors who understand their full financial picture and provide personalized guidance over time.",[1712],{"type":129,"attrs":1713},{"color":773},{"type":764,"attrs":1715,"content":1716},{"level":1382,"textAlign":34},[1717],{"text":1718,"type":22},"Plante Moran Financial Advisors  might not work as well for:",{"type":807,"content":1720},[1721,1765,1781],{"type":810,"content":1722},[1723],{"type":18,"attrs":1724,"content":1725},{"textAlign":34},[1726,1732,1737,1747,1752,1760],{"text":1727,"type":22,"marks":1728},"Smaller investors: ",[1729,1731],{"type":129,"attrs":1730},{"color":773},{"type":38},{"text":1733,"type":22,"marks":1734},"Accounts under ",[1735],{"type":129,"attrs":1736},{"color":773},{"text":1738,"type":22,"marks":1739},"$500,000",[1740,1743,1746],{"type":31,"attrs":1741},{"href":1742,"uuid":34,"anchor":34,"target":34,"linktype":36},"https://go.plantemoran.com/rs/946-CTY-601/images/ADV_Part2A_Supplemental_Information.pdf?_gl=1*1q1iy1e*_gcl_au*MjE0NTg2MjcyLjE3NjE1MjQwNTc.",{"type":129,"attrs":1744},{"color":1745},"#0000FF",{"type":916},{"text":1748,"type":22,"marks":1749}," are subject to a ",[1750],{"type":129,"attrs":1751},{"color":773},{"text":1753,"type":22,"marks":1754},"$5,000",[1755,1757,1759],{"type":31,"attrs":1756},{"href":1742,"uuid":34,"anchor":34,"target":34,"linktype":36},{"type":129,"attrs":1758},{"color":1745},{"type":916},{"text":1761,"type":22,"marks":1762}," minimum annual fee, which may lead to higher relative costs compared to digital platforms.",[1763],{"type":129,"attrs":1764},{"color":773},{"type":810,"content":1766},[1767],{"type":18,"attrs":1768,"content":1769},{"textAlign":34},[1770,1776],{"text":1771,"type":22,"marks":1772},"Self-directed investors: ",[1773,1775],{"type":129,"attrs":1774},{"color":773},{"type":38},{"text":1777,"type":22,"marks":1778},"Those who prefer to make independent investment decisions may find limited flexibility under a full-service advisory 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